Know Your Financial Advisory Practice’s Story through Data with Erica Pauly
Erica Pauly is a data storyteller for financial advisors and the Founder of Track That Advisor, a data analytics company that helps financial advisors bring clarity to company statistics. Before…
Data Tracking: Befriending the Uncool Kid
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The Advisor Lab: Using Your Data More Effectively to Drive Client Conversion & Retention
Check out Erica in this podcast by The Advisor Lab!
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